estate planning materials, including a calculator, pen, and tax files

Start Your Year with Estate Planning

Start Your Year with Estate Planning 2021 is just around the corner, and as you plan your goals and resolutions for the New Year, consider adding “estate planning” to your list. Why You Should Plan Your Estate Now Estate planning is something that tends to fall on the backburner. Most of us expect to remain…

elderly couple sit together next to a calculator looking over finances while they plan their estate

Your Guide to Estate Planning

Your Guide to Estate Planning How do you begin the Estate Planning process? This guide covers everything you need to know, including often-missed elements you don’t want to forget. Not the Time to DIY If you’re a “do-it-yourselfer” by nature, know that this is not the time to rely on your DIY skills. Probate and…